Semiconductor News & Analysis Feed
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-11
www.channelnews.com.au
2026-06-11
channelnews.com.au
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MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
Joe Gallop
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11 Jun 2026
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MediaTek and Qualcomm have both lost ground in the global smartphone chipset market as rising memory chip costs force handset makers to rethink their product strategies.
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2026-06-09
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2026-06-09
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2026-06-09
digitimes.com
2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-06
www.benzinga.com
2026-06-06
Benzinga
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2026-06-02
www.tekedia.com
2026-06-02
Tekedia
Global Smartphone Market Faces Record 13.9% Decline As AI Boom Triggers Chip Shortage Crisis
June 2, 2026 | by Samuel Nwite | 0
The global smartphone industry is heading toward its sharpest annual contraction on record, as a severe shortage of memory chips, intensified by the ongoing U.S.-Iran conflict and the AI infrastructure race, disrupts production and threatens the economics of low-cost mo
2026-06-02
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2026-06-02
NewsGhana
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2026-06-02
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2026-06-02
Astute Group
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Home > Memory Shortages > Memory Chip Shortage Drives Smartphone and PC Component Costs Higher
Global DRAM shortages driven by AI datacentre expansion are pushing up component costs across smartphones, PCs and networking hard
2026-06-02
www.wionews.com
2026-06-02
WION
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Tue, Jun 2, 2026 | Updated: 02.48PM IST
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/Chip Shortage Cuts Global Smartphone Outlook
Chip Shortage Cuts Global Smartphone Outlook
Edited By WION Video Desk
Published: Jun 02, 2026, 11:57 IST | Updated: Jun 02, 2026, 11:57 IST
The global smartphone industry is faci
2026-06-02
cryptobriefing.com
2026-06-02
Crypto Briefing
Global smartphone market faces record 14% decline amid chip shortage
Memory chip shortages driven by AI demand are pushing smartphone shipments to their lowest level since 2013, while average prices c
2026-06-02
telecomlead.com
2026-06-02
TelecomLead
Global Smartphone Shipments Set for Record 13.9% Decline as Memory Chip Shortage Hits Budget Market
June 1, 2026
The global smartphone industry is facing its sharpest annual contraction on record, with shipments expected to fall 13.9 percent to 1.08 billion units in 2026, according to the latest forecast from Counterpoint Research.
Smartphones under $99
The revised outlook is worse than Counte
2026-06-01
ua.news
2026-06-01
UA.NEWS
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TECHNOLOGIES
Global chip shortage has reduced demand for smartphones — Reuters
UA NEWS
01 June 2026 14:20
The global mobile device market is facing an unprecedented crisis that will lead to the sharpest decline in shipments on record.
This is reported by Reuters.
Due to a shortage of memory chips, exacerbated by geopolitical instability in the Middle East, manufacturers are currently figh
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On June 01, 2026, Counterpoint Research reported a significant decline in the global smartphone market, forecasting a 13.9% drop in shipments to 1.08 billion units this year. This news comes at a time when Super Micro Computer Inc SMCI +7.02%
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is navigating its own challenges and opportunities in the technology sector.
2026-06-01
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2026-06-01
GuruFocus
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2026-06-01
telecom.economictimes.indiatimes.com
2026-06-01
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2026-05-29
digitimes.com
2026-05-29
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Adrian Parham
Published: May 27 2026, 10:37 AM EDT
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MICRON.COM
The three companies that control high-bandwidth memory — the chip at the bottleneck of every AI server on earth — crossed $1 trillion in market capitalization in the same month for the first time in history. Micron Technology cro
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
www.ndtv.com
2026-05-27
NDTV
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